Norwood Financial’s Phillips 66 PSX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$58K Hold
2023
Q4
$47.3K Hold
2023
Q3
$42.7K Hold
2023
Q2
$33.9K Hold
2023
Q1
$36K Hold
2022
Q4
$36.9K Sell
2022
Q3
$29K Hold
2022
Q2
$30K Hold
2022
Q1
$31K Sell
2021
Q4
$33K Buy